Streamline your crm process cycle in Onboarding forms

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the onboarding process is one of the most important parts of your customer's Journey but it's also one of the biggest waste of time for you as a business owner you can be spending that time prospecting selling adding value building your business or doing things that actually grow your business rather than setting up slack channels sending up communication channels getting in alignment with onboarding forms and processes most importantly making more money I'm going to show you how to completely automate your onboarding process and do it in a way that doesn't sacrifice client satisfaction levels now when it comes to client onboarding there's really only three major steps that you need to be aware of the first one is technical onboarding once you close a deal onboarding starts a lot of times what we do in our invoices is we will put the onboarding form and then the calendar link for the client to book their initial call with their consultant what we do in our CRM is we'll have a loom video so instead of needing a handoff between sales and fulfillment whoever closes the deal they will make a loom video and put it into the CRM for the consultant to align on now this removes any need for a meeting between sales and fulfillment because Loom does that for us when we're starting technical onboarding all we need to do is gather the client info create communication channels and set very clear expectations what we do in our CRM is we capture if our clients use paid slack or free slack this enables us to make it easy to identify what type of slack Channel we need to make using slot connect or making our client native to our Channel Once a deal is closed and marked closed one there's a notification that gets sent to a slack Channel and my onboarding specialist gets notified to start the onboarding process what you could see here is my onboarding Specialists templatized message that she sends to each new client this ensures that they are reminded to fill out their onboarding form and then get access to a bunch of other value added items once we have this we move to setting very clear expectations setting very clear expectations is easy we could have a templatized roadmap that allows us to clearly call out the timeline to the first one to two months to wrap this up after we get all the information after the timelines and expectations are sent we could send follow-up messages to ensure our clients received all the information the next day or two finally we want to lean in to priming priming is a psychological concept that states we are highly influenced by our environment if we onboard our clients effectively on a technical level and an emotional level they're going to stay 256 percent longer than clients who are not so once that deal is closed we need to reinforce their buying decision inform your sales team to start hyping them up congratulating them telling them how many millions of dollars that they're going to make we want to if possible have a custom video made from the founder that is just 60 seconds 30 seconds Max where it's a custom loom video welcoming them in to the experience or have a templatized welcome message that can be automated all of this can be done by templatizing your process writing the first step all the way to the last step building out all these templates hiring and onboarding Specialists like we have that can do all of this once that deal is marked closed and that zapier connection notifies your onboarding specialist to begin the onboarding process if you want help scaling your agency to eight figures do over 10 million dollars annually while also removing yourself from operations so you can live the life that you want to live while your business grows for you click the first link in the description below and I'll give you a free consultation on how you could do exactly that